Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758B
AUM Growth
+$77.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,057
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.5B
3
+$1.23B
4
W icon
Wayfair
W
+$1.05B
5
CRWD icon
CrowdStrike
CRWD
+$792M

Top Sells

1
+$7B
2
+$2.36B
3
+$1.53B
4
ISRG icon
Intuitive Surgical
ISRG
+$1.52B
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.27B

Sector Composition

1 Technology 20.12%
2 Healthcare 9.79%
3 Consumer Discretionary 9.12%
4 Communication Services 9.07%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$21.2M ﹤0.01%
153,954
+118,426
2077
$21.2M ﹤0.01%
468,792
+112,142
2078
$21.2M ﹤0.01%
527,041
+399,602
2079
$21.2M ﹤0.01%
462,062
+101,347
2080
$21.1M ﹤0.01%
1,063,721
+464,424
2081
$21.1M ﹤0.01%
803,222
-701,592
2082
$21.1M ﹤0.01%
995,033
+397,291
2083
$21.1M ﹤0.01%
542,820
+76,584
2084
$21.1M ﹤0.01%
961,941
+261,986
2085
$21.1M ﹤0.01%
382,837
+193,191
2086
$21.1M ﹤0.01%
696,980
+419,295
2087
$21.1M ﹤0.01%
504,763
-808,532
2088
$21.1M ﹤0.01%
1,353,029
+884,814
2089
$21.1M ﹤0.01%
5,003,288
+34,992
2090
$21.1M ﹤0.01%
495,525
-146,747
2091
$21M ﹤0.01%
527,609
-40,058
2092
$21M ﹤0.01%
649,330
+33,362
2093
$21M ﹤0.01%
481,512
+154,032
2094
$21M ﹤0.01%
1,442,848
-70,828
2095
$21M ﹤0.01%
480,837
+175,245
2096
$20.9M ﹤0.01%
376,946
+135,194
2097
$20.9M ﹤0.01%
843,063
-9,103
2098
$20.9M ﹤0.01%
376,419
-20,844
2099
$20.9M ﹤0.01%
719,838
-168,914
2100
$20.8M ﹤0.01%
569,645
+79,037
82 83
84
85 86